A putative class action suit filed in federal court in North Carolina late last month alleges Merrill owes Kelly D. Milligan, an advisor in Danville, California, $500,000 in deferred comp he earned ...

In big firms' fight to avoid paying deferred compensation to advisors who jump to rivals, much of the legal wrangling has centered on federal retirement law. Processing Content But another factor is ...

Two former Morgan Stanley financial advisors on Friday won a $1.1 million arbitration award against their old firm that centered on who controlled valuable deferred compensation money, the firm or the ...

First Union Securities reps are enjoying an enhanced deferred compensation plan. The revamped program has been in place since Jan. 1, according to brokers. The firm changed its plan from an ...

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An arbitration panel has ordered Morgan Stanley to pay more than $3 million in back pay, fees and interest to seven of its ex-advisors in the Chicago area who said the company cheated them out of ...

Merrill Lynch has scored another victory in its battle to withhold deferred compensation from financial advisors who leave the wirehouse before the compensation vests.

Morgan Stanley must pay more than $3 million to a group of financial advisors who accused the company of wrongfully withholding their deferred compensation when they left to work elsewhere, an ...

In the New York Times, "Your Money" reporter Ron Lieber puts forth this hypothetical: "Here’s a nightmare for you: Imagine waking up one morning to discover that your employer is bankrupt and the ...

The IRS has announced 2026 updates that increase 401(k) contribution limits, introduce a new senior deduction, and reinforce compliance rules for nonqualified deferred compensation plans. The SECURE 2 ...

Morgan Stanley won the latest battle in its ongoing legal struggle with dozens of financial advisors who accuse the company of wrongly withholding millions in deferred compensation. The advisors, all ...